As a 27-year Edward Jones financial advisor, my office brings a special perspective to financial guidance. We have built a practice focused on the serious individual investor who is nearing retirement or is in their retirement years. We spend time getting to know each client and enjoy the fact that no two cases are the same. We focus our efforts on helping each client navigate their retirement years, as well as assist with an efficient estate transfer of assets.
A little bit about myself and our team:
I have always been a Connecticut resident, and attended the University of Connecticut, where I received my BA in economics. My wife, Dawn, and I have been married for 30 years, and we have two children, ages 25 and 21. I enjoy playing golf and am also an avid runner. I have spent 26 years in the Wallingford Rotary Club and was president of the club in 2007-2008. I enjoy being a part of the many things Wallingford Rotary does to make our local community a better place.
My Senior Branch Administrator, Dena Virgulto, has 25 years of combined administrative and client service in the financial services industry, including eight years at Edward Jones. She and her husband Paul live in Wallingford, and have four children, ages 28, 26, 24 and 22. She is active in the community, volunteering at the Wallingford Emergency Shelter, and assisting the Rotary Club with many of their events. She enjoys baking, crafting and time with family.
As a team, we are dedicated to guiding our clients through their working years and into and through the retirement journey. We pride ourselves on offering superior, individualized client services. Please feel free to contact us and schedule an appointment if you would like to learn more!
- Wealth Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
My Personal Interests
Phone NumberJonathan B Kaplan at (203) 294-1305
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 04:00PM|
- Web Conferencing
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